RFM

Royal Fund Management Portfolio holdings

AUM $938M
1-Year Est. Return 18.26%
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.68M
3
+$2.56M
4
TMUS icon
T-Mobile US
TMUS
+$1.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.7M

Top Sells

1
+$8.02M
2
+$3.14M
3
+$1.67M
4
GM icon
General Motors
GM
+$1.22M
5
T icon
AT&T
T
+$1.03M

Sector Composition

1 Consumer Staples 15.01%
2 Healthcare 14.43%
3 Technology 12.16%
4 Energy 10.52%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$90K 0.04%
399
127
$87K 0.03%
6,660
128
$86K 0.03%
471
-221
129
$86K 0.03%
2,896
-844
130
$86K 0.03%
1,780
131
$85K 0.03%
2,321
+45
132
$84K 0.03%
500
133
$83K 0.03%
450
134
$80K 0.03%
760
+1
135
$80K 0.03%
350
+190
136
$77K 0.03%
248
-762
137
$77K 0.03%
625
138
$77K 0.03%
3,577
139
$76K 0.03%
1,677
+11
140
$76K 0.03%
3,275
+14
141
$73K 0.03%
588
142
$71K 0.03%
1,148
143
$70K 0.03%
5,090
+67
144
$70K 0.03%
1,247
-481
145
$69K 0.03%
811
146
$67K 0.03%
476
+75
147
$66K 0.03%
1,304
+1,279
148
$66K 0.03%
854
149
$64K 0.03%
2,950
150
$63K 0.03%
365
+65
4 5
6
7 8